
Timeline
About me
Chief Financial Analyst, CEO advisor
Education

Cfa institute
2017 - 2017Cfa designation.webp)
Uniwersytet ekonomiczny we wrocławiu (daw. akademia ekonomiczna im. oskara langego we wrocławiu)
2008 - 2011Bachelor finance adn accounting 5Activities and Societies: KN Manager * Scientific scholarship for all years during studies
.webp)
Uniwersytet ekonomiczny we wrocławiu (daw. akademia ekonomiczna im. oskara langego we wrocławiu)
2011 - 2013Master finance 5Activities and Societies: KN Analyst * Scienfitic scholarships for all years
Experience

Ovb allfinanz polska spółka finansowa sp. z o.o.
Sept 2008 - Jan 2010Financial advisor• Giving advisory to clients about financial instruments• Selling insurance products• Seeking new clients• Keeping contact with current clients
.webp)
Santander bank polska (bz wbk)
Sept 2010 - Sept 2010Trainee• supporting client service• archiving past data and bank transactions

Internet tax services
Jun 2011 - Aug 2011Analyst of the site newconnect.info (alternative stock exchange in poland)• Reading and describing all resolutions from WSE and NewConnect • Describing the debuts on NewConnect• Analysing pieces of information about the most profitable shares• Publication of articles about capital markets

Saf
Jul 2011 - Jul 2011VolunteerGiving lectures on the topics below:• Ethics on the financial market• Coffee, sugar, companies from Africa, and what else the Stock Exchange in Warsaw hides• Long-term investing• Order on the stock exchange and how it works

Smart investment solutions
Sept 2011 - Aug 2012• Training trainees about financial analysis• Teaching trainees about inserting financial data in CMS database on newconnect.info• Teaching about making adjustments to certain elements in financial statements in order to obtain comparable and transparent data among different industries and presentation formats Creating financial database of companies listed on the alternative stock exchange in Poland (NewConnect):• Data from financial statements• Data about IPOs, private placements and other forms of issues• Calculations regarding weighted average number of shares, dilution• Shareholding structure• Implementation of comprehensive data of over 180 companies
Consultant
Jun 2012 - Aug 2012Junior Analyst
Sept 2011 - May 2012

Cfa institute research challenge
Dec 2012 - Apr 2013Winner of global finalCFA Institute Research Challenge1st place in Global Final1st place in EMEA Final1st place in Polish FInal• Valuation of mining company• Business analysis of mining company: analysis of financial situation, competition, syngergies • Analysis of macroeconomic background on metals market• Delivering a presentation before judges: JP Morgan, Franklin Templeton, Shroeders.

Financial specialists
Jan 2013 - Jul 2013Analyst• Financial analyses of travel agencies • Managing own company

Kghm polska miedź s.a.
Sept 2013 - now• Part of team responsible for renegotiating Project Finance for Sierra Gorda ($1bn).• Part of team issuing PLN 2bn in bonds on Polish market• Part of team obtaining new USD 1.5bn RCF • Part of team obtaining financing from EIB• Part of team obtaining financing for EBRD• On-site optimization of Sierra Gorda financial model in Chile (foreign delegation)• Re-designing KGHM's retirement scheme including creating new parameters for life-cycle funds, benchmarking costs of funds, adding new funds. Show less
Chief financial analyst, Treasury Department
Sept 2022 - nowChief financial analyst, Analyses and Business Processes Department
Oct 2020 - Nov 2023Chief financial analyst, Treasury Department
Dec 2019 - Sept 2020Senior Financial Analyst, Treasury Department
May 2015 - Dec 2019Financial Analyst, Liquidy Management Department
Sept 2014 - Apr 2015Financial Analyst, Risk Management Department
Jun 2014 - Aug 2014Financial Analyst, KGHM Investment Fund
Apr 2014 - Jun 2014Financial Analyst, Strategic Analyses and Resource Base Department
Jan 2014 - Mar 2014Financial Analyst, Liquidity Management Department
Sept 2013 - Dec 2013

Towarzystwo ubezpieczeń wzajemnych cuprum
Oct 2017 - nowWork connected with insurer having an investment portfolio of ~PLN100m comprised of money and debt instruments.• Creation of long-term investment strategy tailored to insurer’s risk profile, needs and unique characteristics.• Analyses concerning potential investments.• Continuous monitoring of investments in the portfolio.• Giving recommendations regarding suggested buy/sell/hold strategies.• Financial analyses of coporate issuers Work connected with insurer having an investment portfolio of ~PLN100m comprised of money and debt instruments.• Creation of long-term investment strategy tailored to insurer’s risk profile, needs and unique characteristics.• Analyses concerning potential investments.• Continuous monitoring of investments in the portfolio.• Giving recommendations regarding suggested buy/sell/hold strategies.
Advisor To Chief Executive Officer
Jan 2019 - nowSenior Investment Analyst
Oct 2017 - Dec 2018

Centrozłom wrocław s.a.
Jun 2018 - Jan 2019Member of the supervisory board* Member of Supervisory Board.* Company under supervision with revenues ~m700 PLN.* Responsible for continuous supervision of company’s operations, assessing investment projected, budgets. I was delegated by Supervisory Board to act temporarily as CEO in July and August 2018.* Company with almost 70 years of history, dealing with scrap metal, recovery and disposal of wastes, distribution of steel materials.

Walcownia metali nieżelaznych łabędy s.a.
Jun 2018 - Jan 2021Member of the supervisory board* Member of Supervisory Board.* Company under supervision with revenues ~m100 PLN.* Responsible for continuous supervision of company’s operations, assessing investment projected, budgets.* Company with over a hundred years' tradition in the manufacturing of flat rolled products from copper, copper alloys and silver.
Licenses & Certifications
- View certificate

5-year professional learning milestone
Cfa instituteDec 2023 - View certificate

Cfa institute charterholder
Cfa instituteJul 2017
Recommendations

Monica velamakanni
Senior Manager Tax at Caterpillar Inc.Peoria Metropolitan Area
Guillermo andrés pereyra
Fullstack Developer | Computer Science StudentCipolletti, Provincia de Río Negro, Argentina
Victor tarakanov
Director - Gonet & Cie SAPully, Vaud, Switzerland
Siddharth kalamkar
Aspiring Computer Engineer | Passionate about DSA and Problem-Solving | MERN Stack EnthusiastPune, Maharashtra, India
Natalie ortiz
Business Owner at Advance Business ServicesEdmonds, Washington, United States
Yolver fernandez
Software EngineerBuenos Aires, Provincia de Buenos Aires, Argentina
Kristin brumbach
Librarian | Library Leader | Reading Evangelist | Unstoppably Curious | Frequently Asked QuestionsReading, Pennsylvania, United States
Farras hadyan cakradara
Mechanical Engineering Student at Universiti Teknologi MalaysiaJohor Bahru, Johor, Malasia
August reno, faia
architect ownerScottsdale, Arizona, United States
Rachel knox
Designer, strategist, social futures, system design Mdes Cardiff Met UniversityGreater Cardiff Area
...